|
26
|
Focus Partners Wealth
Boston,
Massachusetts
|
$509K
|
–
|
–
|
–
|
|
|
27
|
Citadel Advisors
Miami,
Florida
|
$486K
|
+$493K
|
+14,828
|
New
|
|
|
28
|
WPWealth
Fort Worth,
Texas
|
$408K
|
–
|
–
|
–
|
|
|
29
|
Frisch Financial Group
Melville,
New York
|
$387K
|
-$78.2K
|
-2,354
|
-17%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$379K
|
-$37.8K
|
-1,138
|
-9%
|
|
|
31
|
Cornerstone Wealth
Greeneville,
Tennessee
|
$373K
|
+$369K
|
+11,100
|
New
|
|
|
32
|
|
$373K
|
–
|
–
|
–
|
|
|
33
|
Ferguson Shapiro
Decatur,
Georgia
|
$366K
|
-$449K
|
-13,528
|
-55%
|
|
|
34
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$354K
|
-$79.3K
|
-2,386
|
-18%
|
|
|
35
|
Snowden Capital Advisors
New York
|
$335K
|
–
|
–
|
–
|
|
|
36
|
Liberty Atlantic Advisors
Allen,
Texas
|
$316K
|
-$65.1K
|
-1,960
|
-17%
|
|
|
37
|
Straight Path Wealth Management
Jenison,
Michigan
|
$314K
|
–
|
–
|
–
|
|
|
38
|
Brown Financial Advisors
Milford,
Ohio
|
$304K
|
-$4.32K
|
-130
|
-1%
|
|
|
39
|
MAI Capital Management
Independence,
Ohio
|
$281K
|
-$24.9K
|
-751
|
-8%
|
|
|
40
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$265K
|
–
|
–
|
–
|
|
|
41
|
Cresset Asset Management
Chicago,
Illinois
|
$261K
|
–
|
–
|
–
|
|
|
42
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$258K
|
-$57.1K
|
-1,720
|
-18%
|
|
|
43
|
SCS Capital Management
Boston,
Massachusetts
|
$251K
|
–
|
–
|
–
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$248K
|
-$34.5K
|
-1,037
|
-12%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$243K
|
–
|
–
|
–
|
|
|
46
|
Fiduciary Financial Group
San Rafael,
California
|
$228K
|
–
|
–
|
–
|
|
|
47
|
Beacon Pointe Advisors
Newport Beach,
California
|
$227K
|
+$230K
|
+6,924
|
New
|
|
|
48
|
Gill Capital Partners
Denver,
Colorado
|
$226K
|
-$3.49K
|
-105
|
-2%
|
|
|
49
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$224K
|
-$30.1K
|
-905
|
-12%
|
|
|
50
|
Steward Partners Investment Advisory
New York
|
$189K
|
-$9.73K
|
-293
|
-5%
|
|
